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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Murrey Walker who wrote (100197)	2/16/1999 11:08:00 AM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 176387

Here's an interview with M.Dell from SmartMoney magazine, March issue. We caught up with founder and CEO Michael Dell to ask him about the year ahead. Q: What will drive growth this year? A: The deployment of broadband communications, or cable modems, which bring home more access to the Internet. Over half the people who get a broadband line replace their PC within one year. Of course, more people online means more Internet commerce, and so more servers. Q: What about overseas? A: Europe is as large as the U.S. in terms of population but has half the number of PCs. Last quarter we grew revenue 68 percent in Europe year over year, and in seven countries we had more than 85 percent growth. In Asia, we grew last quarter at 49 percent, despite the economic turmoil. Q: What do you think of your competitors' attempts to copy your direct-sales model? A: Any company that tries to switch to direct sales is a prisoner of its own history. They have to build new capabilities and skills that they don't have, and at the same time, they're running the risk of alienating their customer relationships, because the dealers are serving those. And the dealers, disappointed that they're no longer representing these products, start selling competitive brands or their own products. Q: So what's your biggest challenge this year? A: Keeping pace with the growth. Our 1998 revenue is coming in on the order of $18 billion. The year before we did $12 billion. So adding about $6 billion a year in terms of infrastructure is a real challenge. But we have an economic engine that allows us to deliver products at a cost and service level that our competitors are unable to match. --Bill

To: Murrey Walker who wrote (100197)	2/16/1999 11:09:00 AM
From: Lost1	Respond to of 176387

Q4 earnings conf. call @ 4:30 C.T.(TEXAS time-is there any other) Listen here w/ Realplayer dell.com BUENA SUERTA PARA TODOS!!! lost1

To: Murrey Walker who wrote (100197)	2/16/1999 11:20:00 AM
From: MaryinRed	Read Replies (1) \| Respond to of 176387

OT not directed to you Murray...but anyone who feels compelled to attack these Dell bear folks... Michael being the Bear punching bag of el momento..... ********************* Is half the fun...on this thread...attacking this Michael Burke person? If he is making you nuts....pay him the ultimate compliment...and ignore his posts... or send him PM's... If we want to "follow him"...we can certainly truck over to his thread and bash him there.... just a suggestion....maybe if "we" lighten up...and stop responding (as he says..."filling his mailbox") then he would less to respond back to....and we would have less to have to read of his... He has his point of view...good for him... let him lose his own money...or make it...what do we care? sigh....Mary